About
Isobel advises high net-worth individuals, trustees and beneficiaries based in the UK and overseas on a wide variety of issues involving UK tax, trusts and succession planning.
Her clients include families with complex assets and trust arrangements that require sensible day-to-day assistance and long-term strategies to achieve their goals. Isobel often works with several generations of the same family, engaging with them on wider family objectives and those specific to each stage of life.
Isobel is also experienced in advising the trustees and beneficiaries of non-UK resident trusts, including on how best to provide financial support to beneficiaries, taking into account both the need for asset protection and tax-efficiency.
Isobel often collaborates with other professionals, including accountants and investment advisers to provide comprehensive advice, covering a broad range of issues affecting individuals, trustees and their assets.
Isobel is admitted to practise in England and Wales.
Experience
- Helping the trustees and beneficiaries of a valuable UK trust plan for the succession of important family assets, including private company shares, land, chattels (including those subjects to heritage exemptions) and investments.
- Advising on the tax consequences of transferring the residence of a trust to the UK and simplifying its underlying corporate structure.
- Advising on a succession plan focused on managing inter-generational wealth and decision-making transfers, including the relative merits of outright gifts, traditional trusts, family investment companies and limited partnerships from a tax and asset protection perspective.
- Acting for a non-UK domiciled individual on pre-arrival tax planning opportunities, including the application of the statutory residence test.
